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Whitener Capital Management’s Block Inc XYZ Stock Holding History

Whitener Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,462
Closed -$212K – 139
2022
Q2 		$212K Sell
3,462
-2,515
-42% -$230K 0.1% 128
2022
Q1 		$810K Sell
5,977
-1,596
-21% -$193K 0.3% 72
2021
Q4 		$1.22M Buy
7,573
+647
+9% +$140K 0.44% 55
2021
Q3 		$1.51M Sell
6,926
-23
-0.3% -$5.91K 0.69% 39
2021
Q2 		$1.69M Buy
6,949
+51
+0.7% +$11.8K 0.67% 38
2021
Q1 		$1.57M Sell
6,898
-28
-0.4% -$6.55K 0.68% 42
2020
Q4 		$1.51M Buy
6,926
+23
+0.3% +$4.49K 0.69% 39
2020
Q3 		$1.12M Buy
6,903
+653
+10% +$92.2K 0.54% 53
2020
Q2 		$655K Buy
6,250
+550
+10% +$42.1K 0.34% 64
2020
Q1 		$298K Sell
5,700
-775
-12% -$53K 0.19% 90
2019
Q4 		$405K Sell
6,475
-520
-7% -$33.2K 0.21% 93
2019
Q3 		$433K Buy
6,995
+325
+5% +$22.1K 0.24% 81
2019
Q2 		$483K Buy
6,670
+2,875
+76% +$201K 0.27% 79
2019
Q1 		$284K Buy
3,795
+3,095
+442% +$224K 0.19% 99
2018
Q4 		$39K Buy
700
+250
+56% +$17.7K 0.03% 216
2018
Q3 		$44K Buy
+450
New +$34.7K 0.03% 218
2018
Q2 		– Sell
-250
Closed -$12K – 433
2018
Q1 		$12K Hold
250
– – 0.01% 322
2017
Q4 		$8K Buy
+250
New +$9.15K 0.01% 345

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Whitener Capital Management's XYZ Position: Q3 2022 in Review

Whitener Capital Management sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 3,462 shares — an estimated $212K sold.

Whitener Capital Management first reported a position in XYZ in Q4 2017 and held it in 18 quarters. The position peaked at $1.69M in Q2 2021. 973 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Whitener Capital Management reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Whitener Capital Management sold 3,462 Block Inc shares in Q3 2022, an estimated $212K.
  • Whitener Capital Management first reported a position in Block Inc in Q4 2017 and held it in 18 quarters.
  • Whitener Capital Management's Block Inc position peaked at $1.69M in Q2 2021.
  • 973 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Whitener Capital Management's 13F filing for Q3 2022, filed 28 Oct 2022.